Performing Credit Quarterly 3Q2021
Transitory or persistent? Oaktree’s latest Performing Credit Quarterly explores the inflation debate. No one knows how long inflation will remain elevated. But objectively considering arguments on both sides may help credit investors better understand today’s markets and the opportunities this uncertain environment could create.
Food and Beverage Investment: Finding the Special (Situations) Sauce
Executing complex investments in the food and beverage industry can be like cooking a complicated meal: it requires sourcing, preparation, technique and, above all, experience. Oaktree experts discuss this evolving industry and the “special sauce” investors might use to potentially capitalize on opportunities in today’s uncertain environment.
Performing Credit Quarterly 2Q2021
Oaktree’s latest Performing Credit Quarterly explores how asset classes behaved in an unusual economic environment, where U.S. inflation was on the rise while the yield on the 10-year Treasury kept falling. Looking forward, we discuss opportunities but also risks – including the danger that investors aren’t worried enough.
Is Anything on Sale? Top Five Takeaways From Oaktree’s Global Credit Panel
Oaktree’s global credit experts recently sat down to discuss where they believe they’re finding value in sub-investment-grade asset classes. This Insights publication features the top five takeaways from this discussion. The panelists don’t provide easy answers, but they do offer some straightforward advice: it’s time to dig deeper.
Performing Credit Quarterly 1Q2021
Oaktree’s latest Performing Credit Quarterly explores how assets from high yield bonds to CLOs responded to rising growth expectations and inflation fears. We discuss the opportunities and risks investors may face in the next stage of this unique recovery.
Life Sciences Direct Lending: Just What the Doctor Ordered
Life sciences is a high-growth industry with a substantial need for capital. Direct lenders may be able to provide funding while keeping risk under control by mixing scientific know-how with second-level thinking. Oaktree’s latest Insights publication discusses why this may be just what the doctor ordered.
Leaning Toward Value: Emerging Markets Equities After the Pandemic
Emerging markets equities, especially cyclical names, may benefit as investors shift from stocks with sticker-shock prices toward those offering possibly attractive returns, but also the potential for reduced risk. Insights discusses why now may be the time to lean toward value in EM.
Performing Credit Quarterly 4Q2020
The fourth-quarter issue of Oaktree’s Performing Credit Quarterly brings together in one place market insights from six of our credit strategies. We reflect on the closing quarter of an extraordinary year and share our thoughts on the opportunities and risks ahead.
The Case for Private Debt in Real Estate Investing
In today’s world of low yields, high asset prices and high uncertainty, private real estate markets may provide relative value compared with other areas of the credit market. Our latest Insights publication discusses this in more detail.
Getting Through the Matrix: Staying Disciplined in an Evolving High Yield Bond Market
Read our latest Insights publication to see what Oaktree’s high yield bond investing teams think about the current market environment and how we are positioning our portfolios for the near term.
Performing Credit Quarterly 3Q2020
The third-quarter edition of Oaktree’s Performing Credit Quarterly series brings together market insights from six of our credit strategies all in one place. Get our latest take on the credit market and the opportunities and risks we see as we move toward the end of 2020.
CLOs: Finding Relative Value in the Age of Covid-19
Price recovery continues for the field of corporate credit, but CLOs stand out with their relatively slow pace. What might explain this lag? What opportunities does it signal for investors? Read Oaktree’s latest Insights publication for perspectives on these questions and more.
The Case for Convertible Bonds
The global convertible bond market has seen record issuance and strong performance in the wake of the Covid-19 outbreak. Read Oaktree’s commentary on the current convertible bond market dynamics, potential benefits and risks presented by convertibles, and our own approach toward investing in the asset class.
Performing Credit Quarterly 2Q2020
Oaktree’s new Performing Credit Quarterly series brings together market insights from six of our credit strategies all in one place. Get our latest take on the environment and the opportunities and risks it presents across a broad array of credit asset classes.
Assessing Relative Value in Credit amid Coronavirus Uncertainty
Read our latest Q&A to see members of Oaktree’s Global Credit Investment Committee discuss how investors should be thinking in the midst of the coronavirus pandemic and widespread disruption.
An ESG Focus for EM Equities Investing
How does ESG investing work in emerging markets? Read Oaktree’s latest Insights publication, where Portfolio Managers Frank Carroll and Janet Wang share their approach to ESG-focused investing in emerging markets equities.
A Place for Real Estate Debt in Global Credit Investing
A Deeper Dive into Structured Credit
In this Insights publication, Portfolio Managers Brendan Beer and Justin Guichard delve into the details of structured credit, addressing several prevailing questions about the asset class today.
Credit Selectivity at the Fore in European High-Yield Bond Investing
Where should investor focus lie when considering European high yield bonds? Read Oaktree's view on the importance of winning by not losing and capitalizing on the knowables.
Rising Risks Call for a Tactical Approach to Global Credit Investing
Structured Credit: Then vs. Now
Are There Still Winners in a Maturing Real Estate Cycle?
Oaktree’s latest Insights examines current global market dynamics and three areas of real estate investing that we see as compelling in today’s environment: commercial real estate in “high-growth” markets, “special situations” in Europe and Asia, and distressed assets.